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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
YL
576
YCG LLC
Texas
$44K +$43K +1,637 New
S
577
SignatureFD
Georgia
$43K +$2.31K +88 +6%
TWM
578
Torch Wealth Management
Ohio
$36K
GSC
579
Ground Swell Capital
South Carolina
$35K +$34.3K +1,308 New
EFSCE
580
Enterprise Financial Services Corp (EFSC)
Missouri
$33K
CG
581
Colony Group
Massachusetts
$28K -$17.4K -664 -39%
NCM
582
Nelson Capital Management
California
$25K +$24.1K +920 New
BRWA
583
B. Riley Wealth Advisors
Florida
$24.4K +$10.4K +398 +4%
First Eagle Investment Management
584
First Eagle Investment Management
New York
$24K
HF
585
Hoxton Financial
West Virginia
$24K
PSI
586
Pinnacle Summer Investments
Virginia
$22K +$5.54K +211 +36%
TFO
587
Tarbox Family Office
California
$21K -$787 -30 -4%
FANJ
588
Financial Architects (New Jersey)
New Jersey
$21K +$20.2K +770 New
NSIM
589
North Star Investment Management
Illinois
$19K +$18.8K +718 New
TCOV
590
Trust Company of Vermont
Vermont
$18K
WEC
591
Winslow Evans & Crocker
Massachusetts
$17.2K
WTB
592
Washington Trust Bank
Washington
$17K +$16.1K +614 New
JWA
593
JFS Wealth Advisors
Pennsylvania
$17K +$16.4K +623 New
HCM
594
Highlander Capital Management
New Jersey
$16.3K
RFS
595
Rockefeller Financial Services
New York
$16K +$15.7K +597 New
BAM
596
Barrett Asset Management
New York
$14K
PMFA
597
Plante Moran Financial Advisors
Michigan
$14K +$13.8K +525 New
RIA
598
Regal Investment Advisors
Michigan
$14K +$13.9K +531 New
LNB
599
Ledyard National Bank
$13K
HRIA
600
Haberer Registered Investment Advisor
Ohio
$12K